Accessing an Existing Case

There are several ways to access an existing case in Needles.

1. The Needles Search function provides multiple methods on the Search ribbon to search for a case:

• Searches by name information can be performed to locate a case by finding a party. Name criteria can be entered, such as the name, Social Security number, address information, or date of birth to retrieve case results.
• Searches by case information can also be conducted by case criteria, such as the date of incident, date opened, or the Needles case number.
• Advanced case searches are also available allowing cases to be searched by Our Client, Staff Assigned, Case Status, Class Codes, Party Roles, Case Types, and ID Codes.

2. If you have recently accessed a case, clicking on File > Recent will display a list of the last 20 recently opened cases and providers. Double-click on the desired case if it appears in the list.

3. Clicking the List Cases for Party option on the Case or Party ribbons while in an open case will display a window listing the existing cases for the current party . Double-click on the selected case or click the OK button on the window to open the case in a new tab or the current tab.